How an Industrial Engineering Firm Put Three AI Agents Inside Salesforce, With Answers in Under 10 Seconds
See how an energy company embedded three AI agents in Salesforce to query data, update records, and create reports in plain English, in under 10 seconds.
Sales, operations, and field teams at an energy company lost time navigating Salesforce objects, entering data field by field, and waiting on admins for ad hoc reports, despite company already running around 7,000 pre-configured reports. ConforgeLabs built firm Assistant, three specialized AI agents embedded in Salesforce as a single chat interface, delivering answers, record updates, and charts in plain English, in under 10 seconds, with no SOQL, no report building, and no IT tickets.
Salesforce Had the Data, But Getting Value Out of It Was Slow
Salesforce is cmapny's system of record for sales, but getting value out of it was slow and depended on specialist skills. Routine questions, such as the pipeline value for an account or the open work orders for a customer, meant switching between Account, Opportunity, Contact, and work-order objects, or exporting to Excel. Field engineers on mobile had no quick way to check an account before a site visit. Data entry carried its own cost. Reps renegotiating payment terms, delivery dates, or discounts on-site had to return to their desks later to update the record and trigger approvals, and field-by-field forms led to validation errors at save time and inconsistent records. Reporting was the hardest gap to close. Firm already runs around 7,000 pre-configured reports, yet new or ad hoc cuts still needed Salesforce admin support or manual Excel work, and cross-object reporting was especially difficult.
“The biggest change is how quickly our teams can get value from Salesforce. What previously required multiple screens, manual data entry, or admin support can now be handled through a single conversational interface.”
